Inflation has been under 2% for every one of the 47 days of this year.The Fed must cut rates immediately. https://t.co/Ms0WylhH55 ...

Core Insights - U.S. small-cap equities experienced modest gains in Q4 2025, supported by attractive valuations, earnings recovery, and a shift from mega-cap stocks [1] - The Aristotle Small Cap Equity Fund (Class I-2) returned 1.96% in Q4 2025, slightly trailing the Russell 2000 Index's return of 2.19% [1] - Security selection positively impacted overall performance, while allocation effects detracted from it [1] Company Focus: Cohen & Steers, Inc. (NYSE:CNS) - Cohen & Steers, Inc. is a leading asset management holding company with a market capitalization of $3.4 billion [2] - The stock closed at $66.66 per share on February 13, 2026, with a one-month return of -5.34% and a twelve-month decline of 21.82% [2] - The company has seen an improvement in new business activity due to lower interest rates and high equity market valuations, which may lead to earnings growth [3] - Cohen & Steers maintains solid cash levels, positioning it for potential acquisitions or share repurchases [3] Hedge Fund Interest - Cohen & Steers, Inc. was held by 27 hedge fund portfolios at the end of Q3 2025, an increase from 23 in the previous quarter [5] - Despite its potential, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer better upside potential [5]

>> LIVE FROM DUBAI, THIS IS BLOOMBERG "DAYBREAK EUROPE. " YOUR TOP SERIES, BENIGN U.S. INFLATION REINFORCES BETS ON MORE FED RATE CUTS IN. JAPAN, THE YEN SLIDES AT THE ECONOMY BARELY GREW IN THE LATEST QUARTER. MARKO RUBIO HEADS TO HUNGARY. HE SAYS EUROPE’S FATE IS INTERTWINED WITH THE U.S. BUT ACCUSES THE CONTINENT FROM DRIFTING FROM SHARED WESTERN VALES. AND WARNER BROTHERS IS CONSIDERING REOPENING SELL TALKS WITH PARAMOUNT. WE HAVE BENIGN INFLATION PRINT FOR THE U.S. ON FRIDAY. MANY MARKETS ARE CLOSED TO ...

Japan’s former currency chief says the Bank of Japan is “behind the curve” on taking policy action, adding that higher interest rates would help address inflation and stabilize markets https://t.co/647VQEAWgG ...

Economic Growth and Performance - The economy is showing signs of significant growth, with President Trump stating that the seeds for growth have been planted and the economy is "blooming" [1] - The jobs report is promising, and the Consumer Price Index (CPI) has printed lower than expected, indicating a positive economic environment for working Americans [1] - Core inflation is at an almost 5-year low, suggesting that inflationary pressures are easing [1] Stock Market and Investor Sentiment - The S&P 500 has reached 7,000, and the Dow Jones Industrial Average has hit 50,000, which was previously considered a miracle if achieved by the end of Trump's term [2] - The current economic conditions are described as "unbelievable," reflecting strong investor sentiment [2] Wage Growth and Consumer Perception - Wages are growing when adjusted for inflation, contributing to a sense of prosperity among more people [3] - There is a need for the administration to acknowledge ongoing struggles faced by lower-income individuals, particularly regarding debt levels [4] Tax Policy and Economic Strategy - There is a suggestion for another round of tax cuts to help lower-income individuals feel the benefits of wage growth and stay ahead of price increases [4] - The administration is encouraged to communicate a clear message about economic opportunities rather than focusing on past issues [10] Inflation and Consumer Prices - The CPI report indicates a 1.8% drop in used vehicle prices, but there are concerns about rising electricity prices, which increased by 6.3% [15] - The Federal Reserve's pause on interest rate cuts may hinder consumer relief, despite the positive economic indicators [16] Credit and Debt Concerns - Average clients seeking help from credit counseling agencies earn $70,000 annually but carry debt levels of $35,000, indicating financial strain among consumers [20] - High credit card interest rates, reaching up to 25%, are unsustainable and contribute to economic dissatisfaction [21] Regulatory Environment and Manufacturing - The manufacturing sector has seen a reduction of over 1,400 major regulations, which has impacted costs significantly [30] - The average cost per employee in manufacturing is $29,000, compared to much lower costs in countries like China, highlighting the need for continued regulatory reform [31]

Every single inflation reading this year has been under 2%.The Fed continues to hurt the US economy by not immediately cutting interest rates further. https://t.co/dlNUAhSVsl ...

Hello everyone. Inflation just came in ice cold. Kathy Wood warns of incoming deflation.An AI lab just became the fastest growing company ever. And we got data explaining why Bitcoin has been lagging. We're live today from the desk of Anthony Pmpliano.Before we get into today's episode, I need your help. We currently have just over 44,000 subscribers on YouTube. Hit the button to subscribe and let's get into today's episode.All right, ladies and gentlemen, we got the inflation numbers this morning and the e ...

Market Overview - The S&P/TSX composite index increased by 608.43 points, reaching 33,073.71, while the Dow Jones industrial average rose by 48.95 points to 49,500.93. The S&P 500 index saw a modest increase of 3.41 points to 6,836.17, whereas the Nasdaq composite decreased by 50.48 points to 22,546.67 [1][3]. Sector Performance - The basic materials sector experienced gains, potentially driven by investors identifying opportunities following fluctuations in the precious metals market. This sector's performance may also be attributed to investors closing positions after significant short selling [2][3]. Company Highlights - Magna International Inc., an auto parts manufacturer, saw its shares surge by 18.94% after providing guidance for increased profits in 2026 [2]. Inflation Impact - A report indicated that U.S. inflation slowed to 2.4% year-over-year, which, while above the Federal Reserve's 2% target, was an improvement from December's 2.7% rate. This slowdown in inflation could provide the Federal Reserve with more flexibility to consider interest rate cuts [3][4][5]. Market Sentiment - Stock prices on Wall Street stabilized for companies previously viewed as vulnerable to AI disruption, reflecting a market sentiment characterized by rapid reactions to perceived threats [6]. Commodity Prices - The March crude oil contract rose by five cents to US$62.89 per barrel, while the April gold contract increased by US$97.90 to US$5,046.30 per ounce [7].

Market Overview - US stocks experienced a decline heading into the close on Friday, resulting in weekly losses for major indices, with the S&P 500 and Dow Jones Industrial Average posting losses of more than 1% and the Nasdaq falling over 2% [1] Inflation Data - Inflation cooled more than expected in January, with the Consumer Price Index indicating a 0.2% increase from the previous month and a 2.4% increase on an annual basis [2] Federal Reserve Expectations - The inflation report is likely to influence expectations regarding Federal Reserve policy, with traders increasing bets on a potential quarter-point rate cut in June, while most anticipate two cuts by the end of 2026 [3] Sector Performance - Concerns about AI disruption affected various sectors, including real estate, logistics, and transportation, leading to significant selling pressure, particularly in technology stocks, with all seven of the "Magnificent Seven" megacaps closing lower [4] Earnings Reports - Applied Materials (AMAT) saw its stock surge due to a positive outlook driven by strong AI demand, while Pinterest (PINS) shares fell after revenue missed expectations, raising concerns about AI risks to its platform [5] - Rivian (RIVN) shares increased by over 25% following a fourth-quarter earnings beat, with the company on track to deliver its R2 midsize model before summer [6] - Moderna (MRNA) shares rose 10% after exceeding quarterly revenue estimates, attributed to strong sales of its Covid vaccine [6]

SCARLET: FROM NEW YORK CITY, I AM SCARLET FU. "BLOOMBERG REAL YIELD" STARTS RIGHT NOW. COMING UP, THE USC CURRENTLY SIGNALING STRENGTH WITH REPORTS SHOWING STRONGER-THAN-EXPECTED JOB GROWTH.THE TWO-YEAR YIELD LOWER. THE AI RACE IS DISRUPTING EVERYTHING FROM PUBLIC TO PRIVATE DEBT. WE BEGIN WITH THE BIG ISSUE, MIXED ECONOMIC LANDSCAPE.>> I THINK THE INFLATION PRINT WAS ENCOURAGING. >> THE LARGER PICTURE IS STILL POSITIVE. QUICK THE ECONOMY LOOKS SOLID. >> THE ECONOMY IS ON A MENTALLY HEALTHY.>> NEARNESS OF G ...